18 episodes

Welcome to the Financial Finesse podcast, where we'll be discussing tips on how to handle your money and life with skill and style. Your host, Cathy Curtis, CFP, has been helping make finance accessible and intriguing for women for almost 20 years! You'll get savvy, actionable ideas listening to her conversations with some of the coolest and smartest women on the planet.

Financial Finesse Cathy Curtis, CFP

    • Business
    • 5.0 • 3 Ratings

Welcome to the Financial Finesse podcast, where we'll be discussing tips on how to handle your money and life with skill and style. Your host, Cathy Curtis, CFP, has been helping make finance accessible and intriguing for women for almost 20 years! You'll get savvy, actionable ideas listening to her conversations with some of the coolest and smartest women on the planet.

    Can't Stick to Your Budget? Try These Money Saving Tips Instead

    Can't Stick to Your Budget? Try These Money Saving Tips Instead

    In this episode, Cathy shares several strategies that don't involve traditional budgeting to keep yourself on track towards your financial goals. You'll learn how to be more self-aware, mindful of your spending, and intentional about where your money goes so that ultimately, you can save more and spend less. 

    For information and resources related to this episode, check out the show notes. 

    • 15 min
    Sage Money and Life Advice from the Savvy Women of Season 3

    Sage Money and Life Advice from the Savvy Women of Season 3

    The Financial Finesse Podcast features some of the smartest, savviest women on the planet. In this special compilation episode, we're sharing the top personal finance and life advice from our season 3 guests.

    [01:30] Liz Eshleman on Planning for Long-Term Care
    [03:25] Joy Lere, Psy.D. on Living Authentically
    [05:10] Jennifer Barrett on Thinking Like a Breadwinner
    [06:28] Megan Gorman on Saving for Retirement
    [08:25] Lis McKinley on What True Organization Looks Like
    [10:55] Nichole Proffitt on Mindset and Meditation

    You can listen to full episodes of the Financial Finesse Podcast here. 

    • 13 min
    How to Calm Your Mind and Experience Life More Fully with Nichole Proffitt

    How to Calm Your Mind and Experience Life More Fully with Nichole Proffitt

    Cathy interviews Nichole Proffitt, founder of Presence Mindfulness, Somatic Counseling & Coaching for Women, based in the San Francisco Bay Area. In this episode, you'll find out why it's so important to be more present in our daily lives; how to reduce anxiety by first accepting it, rather than trying to fight it; and how to practice mindfulness so you can experience life more fully.

    [04:57] What it means to be present.
    [07:58] The importance of being more present in our daily lives.
    [13:39] How to manage anxiety through mindfulness and acceptance.
    [16:15] How Nichole’s training in somatic experiencing helps clients alleviate the effects of nervous system trauma.
    [18:28] Why Nichole believes meditation is key for building a life that feels useful and manageable.
    [20:51] Nichole explains the “right” way to meditate.
    [22:24] The relationship between being present and having presence.
    [26:00] How to cultivate more presence and truly connect with others.
    [27:55] Nichole’s personal journey that led to her becoming a mindfulness coach.
    [36:00] The group coaching programs Nichole offers clients and newcomers.

    For more information and resources related to this episode, please visit the show notes. 

    • 44 min
    How to Make Room in Your Life for What Matters with Lis McKinley

    How to Make Room in Your Life for What Matters with Lis McKinley

    Cathy interviews Lis McKinley, a Certified Professional Organizer and move manager. Lis is the owner of Let's Make Room, a residential organizing and move management company that has organized hundreds of living, storage and work areas in the San Francisco Bay Area and beyond.
    In this episode, you'll hear how mindset is the number one determinant of maintaining an organized life and how Lis helps her clients get unstuck from the bad habits that keep their homes cluttered. You may also get some great ideas for how to organize your living space if it needs a refresh.

    For more information and resources, check out the show notes. 

    • 1 hr 1 min
    Understanding the SECURE Act and Inherited IRAs with Megan Gorman

    Understanding the SECURE Act and Inherited IRAs with Megan Gorman

    Cathy and special guest Megan Gorman discuss how the SECURE Act of December 2019 changed the rules for certain beneficiaries of inherited IRAs. Specifically, they touch on the potential tax implications of these rules if you have an IRA or expect to inherit one. Be sure to listen to the full episode, as Cathy and Megan share their financial planning expertise on why you may want to adapt your estate plan in anticipation of these changes.  
    Megan Gorman is the founder and managing partner of Chequers Financial Management, a female-owned high net worth tax and financial planning firm in San Francisco, California. She is a Senior Contributor at Forbes and writes on personal finance and income tax. In addition, Megan is an adjunct professor of law at Golden Gate School of Law.
    For full show notes and additional resources, click here. 

    • 56 min
    Learning to Think Like a Breadwinner

    Learning to Think Like a Breadwinner

    Jennifer Barrett is an award-winning financial journalist, digital strategist, and Chief Education Officer at Acorns. She is also the author of Think Like a Breadwinner:  A Wealth-Building Manifesto for Women Who Want to Earn More (and Worry Less).

    In this episode, you'll learn what it means to think like a breadwinner and how you can shift your thinking to make better financial decisions. In addition, you'll hear Cathy and Jennifer discuss:
    The financial literacy gap in this country and its impact on women, specifically;The importance of dispelling the myths that prevent many women from making good decisions with their money;And the one mindset shift that will not only give women a more active role in creating your own future but can also create a positive ripple effect on every aspect of your life. For show notes and additional personal finance resources, visit: https://curtisfinancialplanning.com/financial-finesse-podcast/.

    • 49 min

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